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GeoWealth Management’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

GeoWealth Management’s Portfolio CATH Stock Details CATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,611
Closed -$197K – 828
2025
Q2 		$197K Buy
+2,611
New +$182K 0.01% 665
2025
Q1 		– Sell
-2,475
Closed -$175K – 1169
2024
Q4 		$175K Hold
2,475
– – 0.01% 810
2024
Q3 		$172K Buy
+2,475
New +$165K 0.01% 756

Other funds holding CATH

FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

GeoWealth Management's CATH Position: Q3 2025 in Review

GeoWealth Management sold out of Global X S&P 500 Catholic Values ETF (CATH) in Q3 2025, closing a stake of 2,611 shares — an estimated $197K sold.

GeoWealth Management first reported a position in CATH in Q3 2024 and held it in 3 quarters. The position peaked at $197K in Q2 2025. 192 funds tracked by Wall St. Rank hold CATH as of Q3 2025.

  • GeoWealth Management reported no remaining Global X S&P 500 Catholic Values ETF position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 2,611 Global X S&P 500 Catholic Values ETF shares in Q3 2025, an estimated $197K.
  • GeoWealth Management first reported a position in Global X S&P 500 Catholic Values ETF in Q3 2024 and held it in 3 quarters.
  • GeoWealth Management's Global X S&P 500 Catholic Values ETF position peaked at $197K in Q2 2025.
  • 192 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.